Professional Editions – Locking Returns After E-Filing
TaxAct Professional Edition allows you to lock returns after e-filing, to prevent changes to the filed returns.
To automatically lock returns after e-filing (or to deselect this option):
- From within your TaxAct Professional Edition program, click Preparer in the upper menu bar, hover your mouse over Master Information, then click General.
- In the Filing/Printing Options section, click the Checkbox next to Automatically lock returns after E-Filing to check or uncheck the box.
- Click X in the top right of the window to close.
To unlock a return:
- From within your TaxAct Professional Edition program, click Clients to view the Client Manager screen (if it is not already visible).
- Right-click the client you want to unlock.
- Click Unlock Return(s).